1. Smart electric vehicles: vehicles whose energy type is pure electric, plug-in hybrid (including extended program) and which have L2 level or higher intelligent driving level.
\n2\u3001L2 level: a model with both adaptive cruise control and lane keeping assist system as standard is considered to have L2 level intelligent driving.
\n3\u3001Car series weighted selling price: Based on the model quotations of dealers across the country, the weighted model lead ratio is used to calculate the weighted selling price of the car series for the month. The monthly fluctuation of the weighted selling price of the final model will be influenced by the end price of the models on sale and the proportion of models that consumers pay attention to.
\n4. Data sources: popular information from Sina Technology; attention and lead data, model data, and new energy industry index data from AutoZone; vehicle sales from market terminal sales data.<\/p>\n
In the September just passed, the terminal sales of new energy vehicles reached 605,000 units, a record high, up 81.1% year-on-year. In terms of brands, BYD defended its new energy vehicle sales crown in September, reaching 200,000 sales, creating a single monthly sales record for independent brands.<\/p>\n
In addition to Tesla, BYD and SAIC-GM-Wuling, two models from GAC EAN were also among the top 10 vehicles in the sales ranking. Nezha and Zero Run are growing rapidly and the market pattern of new energy vehicles is evolving rapidly.<\/p>\n
Driven by the positive pull of Tesla’s end-of-quarter deliveries picking up, the smart electric vehicle market saw terminal sales return to a high point again, achieving 265,000 units, accounting for 43.8% of the overall new energy market. In the past 12 months, the trend of smart car sales ratio is fluctuating upward, but compared with the peak of 44.1% in June, the ratio declined slightly in September, and it is worth paying attention to whether the market penetration rate of smart electric cars has tended to be saturated.<\/p>\n
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By energy type, sales in the pure electric smart car market rebounded rapidly to the highest point in nearly a year, reaching 183,000 units, up 45.4% sequentially and up 9.6% from three months ago (June), due to the favorable impact of Tesla’s concentrated delivery cycle. However, by energy type, sales accounted for the lowest level of 68.98% of the quarter-end month in the past 12 months. In contrast, sales of plug-in vehicles grew steadily, reaching 59,000 units in September, up 12.3% sequentially.<\/p>\n
By model class, smart electric SUVs and cars formed a parallel trend during the month. Smart electric SUV sales reached 151,000 units, up 23.0% YoY, which was also the highest sales volume in the past 12 months, but the share of the three models fell to 57.0%, the lowest in the past 12 months. Smart electric car sales reached 112,000 units, a 60.6% jump from the previous year, and accounted for 42.3% of the three models.<\/p>\n
It can be learned from the strategic deployment of OEMs that different types of auto enterprises are actively carrying out strategic coordination, expansion and transformation that meet their own development needs. Among them, Toyota, Ford, Lamborghini, and Volkswagen have made a series of strategic arrangements, demonstrating their commitment to transformation; BYD, Celus and SAIC are making every effort to expand their business and market structure, and with the help of this window period, they are making rapid development and exchanging time for space; The new car making forces such as Weilai and Zero Run have made breakthroughs in capital market and industrial layout.<\/p>\n
Among the supplier enterprises, battery enterprises are the most active. Among them, Xinwangda, Ningde Times, Ganfeng Lithium, Yuanjing Battery, Weineng Power, Zhongchuangxin Airlines, etc. either promote capacity expansion or carry out financing through the capital market. Traditional suppliers such as Bertelli, Autoliv, Borg Warner and ZF further strengthened their cooperation with Chinese enterprises to promote the application and upgrading of products in the Chinese market.<\/p>\n","protected":false},"excerpt":{"rendered":"
1. Smart electric vehicles: vehicles whose energy type is pure electric, plug-in hybrid (including extended program) and which have L2 level or higher intelligent driving level. 2\u3001L2 level: a model with both adaptive cruise control and lane keeping assist system … Continue reading